How to Manage an Application

Introduction

If something in the Service Provider environment changes, existing HelloID Applications may be modified instead of needing to be re-created.

Open the HelloID Administrator dashboard and browse to Applications > Applications. Applications that you have permissions to modify will appear with items in the Action column as pictured below.

Select Edit on the application to be modified. Six sidebar tabs will now be available: General, Configuration, Credentials, Groups, Categories, and Access Rules.

General

The following application settings may be modified in the General tab:

Name

Description

Icon

URL

Enabled (On/Off)

Hide Application

Allow Show Credentials

Enable Change Password

Display as HelloID Tab

Configuration

The URL setting in the previous (General) tab controls the site that is opened when the application is launched from within the HelloID context. In Configuration, the URLs To Detect option controls the behavior of HelloID authentication when the end user browses directly to the configured URLs. Detection of this URL requires that the HelloID browser extension be installed on the user's computer.

The Press Button option is only necessary for certain application configurations and its usage is generally determined via testing.

Credentials

These settings are required when the credentials are not initially entered by the end user directly.

The HelloID Administrator can select various data points from the user object to either refer to an existing username context or construct a custom username from a combination of user data.

Groups

This tab controls the user groups for which the application is available. Members of the groups listed on this tab will have this application available to them on their application dashboard. By default, applications are available to everyone via the Users group. You may find more information about groups here.

Categories

This tab controls the organization of applications presented to the end users, and allows for applications of similar function to be grouped together for easier access when a large number of applications are available. These categories are visible on the application dashboard. You may find more information about categories here.

Access Rules

Options to allow/deny access based upon defined conditions are assigned here. These are only for the application being modified and may be superseded by global rules. Rules specifying Deny always have primacy over any Allow rule. You may find more information about access rules here.